CCO

0002031978-24-000006.txt : 20240801 0002031978-24-000006.hdr.sgml : 20240801 20240801133233 ACCESSION NUMBER: 0002031978-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20240801 DATE AS OF CHANGE: 20240801 EFFECTIVENESS DATE: 20240801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WR Wealth Planners, LLC CENTRAL INDEX KEY: 0002031978 ORGANIZATION NAME: IRS NUMBER: 843688798 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24246 FILM NUMBER: 241165637 BUSINESS ADDRESS: STREET 1: 200 E. SOUTHAMPTON DRIVE STREET 2: SUITE 101 CITY: COLUMBIA STATE: MO ZIP: 65203 BUSINESS PHONE: 573-875-3939 MAIL ADDRESS: STREET 1: 200 E. SOUTHAMPTON DRIVE STREET 2: SUITE 101 CITY: COLUMBIA STATE: MO ZIP: 65203 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002031978 XXXXXXXX 06-30-2023 06-30-2023 WR Wealth Planners, LLC

200 E. SOUTHAMPTON DRIVE SUITE 101 COLUMBIA MO 65203

13F HOLDINGS REPORT 028-24246 000306951 N Carmen McClennon CCO 573-875-3939 Carmen McClennon Columbia MO 08-01-2024 0 902 258233818 false INFORMATION TABLE 2 wrw13fq22023.xml AMAZON COM INC COM Stock 023135106 3707829 28443 SH SOLE 0 28443 0 0 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 856744 14059 SH SOLE 0 14058 0 0 ROLLINS INC COM Stock 775711104 12849 300 SH SOLE 0 300 0 0 PRUDENTIAL FINL INC COM Stock 744320102 17820 202 SH SOLE 0 202 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 5561 331 SH SOLE 0 331 0 0 ULTA BEAUTY INC COM Stock 90384S303 10353 22 SH SOLE 0 22 0 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 4247858 11499 SH SOLE 0 11498 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 256617 1476 SH SOLE 0 1476 0 0 STARBUCKS CORP COM Stock 855244109 211362 2134 SH SOLE 0 2133 0 0 SEMPRA COM Stock 816851109 3785 26 SH SOLE 0 26 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 10644 170 SH SOLE 0 170 0 0 PAN AMERN SILVER CORP COM Stock 697900108 67068 4600 SH SOLE 0 4600 0 0 BLOCK INC CL A Stock 852234103 8920 134 SH SOLE 0 134 0 0 HECLA MNG CO COM Stock 422704106 44954 8729 SH SOLE 0 8729 0 0 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 4211 166 SH SOLE 0 166 0 0 ELEVANCE HEALTH INC COM Stock 036752103 30212 68 SH SOLE 0 68 0 0 ISHARES GOLD TRUST ETF 464285204 170633 4689 SH SOLE 0 4689 0 0 EBAY INC. 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